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Creative Planning UNMA Position History
Unum Group 6.250% JR NT58 • Financial Services
Quarters held
10
Latest value
$20M
Q3 2026
Peak value
$20M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6M |
| Q3 2025 | $982K |
| Q4 2025 | $7.1M |
| Q4 2025 | $979K |
| Q1 2026 | $974K |
| Q1 2026 | $10.3M |
| Q2 2026 | $78K |
| Q2 2026 | $18.2M |
| Q3 2026 | $91K |
| Q3 2026 | $20M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20M | 228.2K | — | — |
| Q3 2026 | $91K | 1.0K | — | — |
| Q2 2026 | $18.2M | 203.2K | — | — |
| Q2 2026 | $78K | 877 | — | — |
| Q1 2026 | $10.3M | 141.0K | — | — |
| Q1 2026 | $974K | 13.3K | — | — |
| Q4 2025 | $979K | 12.6K | — | — |
| Q4 2025 | $7.1M | 91.6K | — | — |
| Q3 2025 | $982K | 12.6K | — | — |
| Q3 2025 | $6M | 77.2K | — | — |
Other funds holding UNMA
$1.6B
$1.5B
$1.4B
$1.3B
$626.5M
$624.2M
$594.2M
$480.5M